Best Of
Re: New Google Classroom Integration??
The Google team gave the 9/1 date a few weeks ago. It is not inconceivable they didn't account for the holiday. I'll ask and let you know what I hear.
Re: Constant Contact users in the UK
You may want to cross-post this on the UK specific RE NXT group on Facebook: https://www.facebook.com/groups/UKREusers/
Re: Power BI - Record Limit
@Suzie Capps , great suggestion from @Shaun Germany . Typically, folks find there is data they can get from Query that they can't get from the connector.
Additional thoughts:
- For the Power Automate route, even Power Automate has a limit on the size of .csv file that can be created from the Query results, so it can be necessary to break the data pull into smaller record sets and then combine all like-shaped files in a SharePoint folder connection from Power BI. Maybe 3 years of records is not large enough to be a problem.
- For the custom connector: You can pull in a private or public gift LIST instead of all Gifts. Create a list in the Raiser's Edge that is filtered for the past three years and choose the list in your connector instead of all gifts. This will filter before the data gets to Power BI, which is the caution Alex mentioned.
Your Ultimate Guide to Blackbaud CRM at bbcon 2025
Whether you're a seasoned Blackbaud CRM user or just beginning your journey, bbcon 2025 is your destination for innovation, inspiration, and connection. This year’s conference is packed with sessions and experiences designed to elevate your Blackbaud CRM expertise and empower your organization’s mission.
We’re thrilled to share Your Guide to Blackbaud CRM Sessions and Experiences—your roadmap to everything Blackbaud CRM at bbcon. From AI-powered insights to hands-on tips and transformative customer stories, this guide unlocks the full potential of your bbcon experience with a highlight of Blackbaud CRM-focused sessions.
🔍 Session Highlights You Won’t Want to Miss
💡 The AI Advantage Panel
Explore how AI is reshaping enterprise fundraising in Blackbaud CRM with leaders from Blackbaud, Microsoft, Georgia Tech Foundation, Save the Children, and University of Arizona Foundation.
⚙️ Streamlining Success at Syracuse University
Discover how Syracuse transformed access and adoption in their Blackbaud CRM environment through centralized tools, system integration, and user empowerment.
📊 Charting a Smarter Data Management Course with USNA
Dive into data governance strategies with the United States Naval Academy Foundation and BrightVine Solutions. Learn how external tools and automation are driving data excellence.
🎯 Lead with Purpose: Shriners Children’s Prospect Referrals & CRM Mastery
This two-part session blends strategic innovation from Shriners Children's Hospital with practical CRM tips from BrightVine Solutions. Discover how the Prospect Research & Management Team at Shriners Children’s tackled the challenge of delivering a steady stream of qualified donor referrals, followed by an overview of powerful tools to elevate your Blackbaud CRM experience.
🔄 Change That Transforms: Seattle Children’s CRM Implementation Story
Gain insights into change management through Seattle Children’s three-phase CRM rollout. Learn how feedback and adaptability shaped their success.
🚀 Unleashing the Velocity of Data & Automation
Hear from World Wildlife Fund, Boston Children’s Hospital, and Zuri Group on how data automation is transforming CRM operations and driving efficiency.
🔐 Global Privacy Compliance and Your AI Roadmap
Stay ahead of global privacy laws with expert guidance from BrightVine Solutions and Blackbaud on data governance, donor rights, and compliance strategies tailored for nonprofits.
💸 From Standard to Optimized: Blackbaud Donation Forms
See how smart donation forms can boost engagement and revenue. This session offers live demos and actionable tips for Blackbaud CRM, Raiser's Edge NXT, and Altru users.
🤝 Blackbaud CRM User Group: Connect, Collaborate, and Elevate
Join your peers onsite for an interactive session focused on sharing best practices, solving challenges, and building community. Whether you're new to CRM or a longtime user, this is your space to learn and lead.
📅 Coming Soon: Networking Events
Stay tuned for details on exclusive Blackbaud CRM networking opportunities.
Soft Credit Missing When Adding Gifts Through API
When using the API to enter a gift in RE/NXT, I noticed that even if the option "Automatically soft credit this individual for gifts" is checked, the soft credit is not always applied to the gift.
Has anyone else experienced this issue?
Re: What is your favorite part of your job?
Ha! I love that they call it Roger's Edge!
Re: "Spouse Assignment" in Profile Information block?
there are quite a few adaptive card template in showcase for you to download and modify to your needs. Good luck
Re: How to create an appeal code
We name our appeal codes with the year as part of the appeal name: 2025Gala, 2025Fall, 2025Homecoming, 2025CYE. This makes it easier for us to do some appeal analysis year over year.
Re: NXT Duplicate Management - Are you using it?
We stopped using the NXT duplicate management tool after discovering that merging constituents in Webview can result in the deletion of TeamRaiser fundraising pages. Luminate Online doesn’t reassign pages from the source record to the target record—even when all fields are selected—leading to lost data and requiring manual rebuilding and donation re-linking.
Until Blackbaud resolves this issue, we must manually review each constituent in Luminate Online and TeamRaiser to identify fundraising pages and determine source vs. target records before merging in Raiser’s Edge NXT. Time-consuming and inefficient, so we stopped using it!
Re: What's New In Blackbaud Raiser's Edge NXT® — August 26, 2025
I'm so in love with having Report Criteria for Standard Reports! Thank you, BB!